SoFi Technologies, Inc.
SOFI- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001818874
In the last 90 days, SoFi Technologies, Inc. insiders filed 0 open-market purchases and 4 sales; 925 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 532
- +30 vs. Q4 2022
- Shares held
- 318.3M
- −11.4M (−3.5%) vs. Q4 2022
- Total value
- $1.92B
- +$407.1M (+26.8%) vs. Q4 2022
- New holders
- 96
- 165 more added
- Sold out
- 66
- 154 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOFI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 925 | $11.7B |
| Q1 2026 | 927 | $11.2B |
| Q4 2025 | 1,005 | $18.3B |
| Q3 2025 | 913 | $16.7B |
| Q2 2025 | 745 | $10.5B |
| Q1 2025 | 716 | $6.06B |
| Q4 2024 | 705 | $8.07B |
| Q3 2024 | 626 | $3.97B |
| Q2 2024 | 593 | $2.98B |
| Q1 2024 | 602 | $3.22B |
| Q4 2023 | 572 | $3.74B |
| Q3 2023 | 514 | $2.84B |
| Q2 2023 | 517 | $3.00B |
| Q1 2023 | 532 | $1.92B |
| Q4 2022 | 512 | $1.52B |
| Q3 2022 | 492 | $1.60B |
| Q2 2022 | 469 | $2.16B |
| Q1 2022 | 441 | $3.75B |
| Q4 2021 | 447 | $6.70B |
| Q3 2021 | 309 | $5.56B |
| Q2 2021 | 234 | $6.03B |
| Q1 2021 | 1 | $1.00K |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 43,851 | $266.2K | 0.20% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 43,897 | $266.5K | 0.00% | +10,605+31.9% | Added |
| M Holdings Securities, Inc. | 44,310 | $269.0K | 0.03% | −4,996−10.1% | Reduced |
| Aigen Investment Management, LP | 44,556 | $270.5K | 0.04% | −21,421−32.5% | Reduced |
| Cim Investment Mangement Inc | 45,087 | $273.7K | 0.10% | +2,110+4.9% | Added |
| DFPG Investments, LLC | 45,251 | $274.7K | 0.03% | +25,694+131.4% | Added |
| Arkadios Wealth Advisors | 45,859 | $278.4K | 0.03% | +12,907+39.2% | Added |
| AtonRa Partners | 46,314 | $281.1K | 0.41% | −108,912−70.2% | Reduced |
| JustInvest LLC | 47,411 | $287.8K | 0.01% | −37,220−44.0% | Reduced |
| Gotham Asset Management, LLC | 47,529 | $288.5K | 0.01% | +47,529 | New |
| Verition Fund Management LLC | 48,300 | $293.2K | 0.00% | +48,300 | New |
| Teza Capital Management LLC | 48,507 | $294.4K | 0.06% | +48,507 | New |
| Fortis Advisors, LLC | 48,650 | $295.3K | 0.19% | +14,000+40.4% | Added |
| Harbour Investments, Inc. | 48,938 | $297.1K | 0.02% | +3,460+7.6% | Added |
| Zweig-DiMenna Associates LLC | 50,000 | $303.5K | 0.04% | +50,000 | New |
| AE Wealth Management LLC | 50,335 | $305.5K | 0.00% | −21,714−30.1% | Reduced |
| Integrated Advisors Network LLC | 50,789 | $308.3K | 0.02% | −1,343−2.6% | Reduced |
| Means Investment Co., Inc. | 51,463 | $312.4K | 0.05% | +16,748+48.2% | Added |
| Advisory Research Inc | 51,853 | $314.7K | 0.05% | +51,853 | New |
| Reynders McVeigh Capital Management, LLC | 52,419 | $318.0K | 0.02% | −7,826−13.0% | Reduced |
| Capital Markets Trading UK LLP | 52,842 | $321.0K | 0.70% | +52,842 | New |
| Kestra Advisory Services, LLC | 53,583 | $325.2K | 0.00% | −8,225−13.3% | Reduced |
| Prudential Financial Inc | 54,938 | $333.5K | 0.00% | +11,261+25.8% | Added |
| Balentine LLC | 54,945 | $333.5K | 0.01% | −1,878−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 55,116 | $334.6K | 0.02% | +11,656+26.8% | Added |
| Quantamental Technologies LLC | 56,013 | $340.0K | 0.18% | +56,013 | New |
| Janney Montgomery Scott LLC | 56,839 | $345.0K | 0.00% | −910−1.6% | Reduced |
| Sweeney & Michel, LLC | 45,359 | $347.0K | 0.18% | +45,359 | New |
| CI Private Wealth, LLC | 58,376 | $354.5K | 0.00% | +17,106+41.4% | Added |
| Alta Wealth Advisors LLC | 59,299 | $359.9K | 0.23% | 00.0% | Unchanged |
| MYDA Advisors LLC | 60,000 | $364.2K | 0.15% | +60,000 | New |
| San Luis Wealth Advisors LLC | 60,707 | $368.0K | 0.14% | −832−1.4% | Reduced |
| Envestnet Asset Management Inc | 60,707 | $368.5K | 0.00% | +2,881+5.0% | Added |
| Capula Management Ltd | 60,740 | $368.7K | 0.03% | +60,740 | New |
| Hourglass Capital, LLC | 61,000 | $370.3K | 0.13% | −46,000−43.0% | Reduced |
| Maryland State Retirement & Pension System | 61,186 | $371.4K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 61,414 | $372.8K | 0.00% | +61,414 | New |
| D.A. Davidson & Co. | 62,174 | $377.4K | 0.00% | +29,834+92.3% | Added |
| Consolidated Investment Group LLC | 63,000 | $382.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 66,092 | $401.0K | 0.04% | +35,974+119.4% | Added |
| Teacher Retirement System of Texas | 67,085 | $407.0K | 0.00% | +500+0.8% | Added |
| Jaffetilchin Investment Partners, LLC | 68,078 | $413.2K | 0.05% | +68,078 | New |
| Aldebaran Financial Inc. | 70,205 | $426.1K | 0.57% | −64,097−47.7% | Reduced |
| Neuberger Berman Group LLC | 70,792 | $429.7K | 0.00% | +33,578+90.2% | Added |
| Solidarilty Wealth, LLC | 71,637 | $434.8K | 0.20% | +71,637 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 73,575 | $446.6K | 0.01% | +73,575 | New |
| Baird Financial Group, Inc. | 73,820 | $448.1K | 0.00% | +1,285+1.8% | Added |
| M. Kulyk & Associates, LLC | 74,901 | $454.6K | 0.14% | 00.0% | Unchanged |
| Pictet Asset Management SA | 75,088 | $455.8K | 0.00% | +7,837+11.7% | Added |
| Cutler Group LP | 75,129 | $456.0K | 0.07% | +38,528+105.3% | Added |
| Capital Advisors Wealth Management, LLC | 75,323 | $457.2K | 0.13% | +2,145+2.9% | Added |
| State of Wisconsin Investment Board | 75,981 | $461.2K | 0.00% | +1,233+1.6% | Added |
| Winton Group Ltd | 76,390 | $463.7K | 0.03% | +76,390 | New |
| Public Employees Retirement Association of Colorado | 76,520 | $464.0K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 86,214 | $471.6K | 0.37% | −16,862−16.4% | Reduced |
| Holocene Advisors, LP | 78,125 | $474.2K | 0.00% | +78,125 | New |
| Miracle Mile Advisors, LLC | 78,350 | $475.6K | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 80,078 | $486.1K | 0.00% | +3,007+3.9% | Added |
| Kingsview Wealth Management, LLC | 80,618 | $489.4K | 0.02% | +80,618 | New |
| Victory Capital Management Inc | 85,259 | $517.5K | 0.00% | +4,653+5.8% | Added |
| Wellington Management Group LLP | 85,299 | $517.8K | 0.00% | +85,299 | New |
| Perennial Investment Advisors, LLC | 88,330 | $536.2K | 0.10% | +53,984+157.2% | Added |
| Kennedy Investment Group | 90,400 | $548.7K | 0.34% | 00.0% | Unchanged |
| Matisse Capital | 93,594 | $568.1K | 0.37% | −3,800−3.9% | Reduced |
| Well Done, LLC | 94,161 | $571.6K | 0.12% | +81,446+640.6% | Added |
| Kovack Advisors, Inc. | 95,264 | $578.3K | 0.08% | +11,383+13.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,220 | $590.1K | 0.00% | −2,008−2.0% | Reduced |
| Interval Partners, LP | 100,088 | $607.5K | 0.03% | +100,088 | New |
| Prospera Financial Services Inc | 101,433 | $615.7K | 0.03% | +24,513+31.9% | Added |
| First Trust Advisors LP | 102,072 | $619.6K | 0.00% | −128,081−55.7% | Reduced |
| Nisa Investment Advisors, LLC | 104,500 | $634.0K | 0.00% | +54,200+107.8% | Added |
| Pegasus Asset Management, Inc. | 104,558 | $634.7K | 0.31% | +1,110+1.1% | Added |
| Bluefin Capital Management, LLC | – | $636.4K | 0.09% | – | – |
| HRT Financial LP | 107,888 | $654.0K | 0.01% | +107,888 | New |
| Pathstone Family Office, LLC | 112,923 | $655.5K | 0.01% | −91,480−44.8% | Reduced |
| International Assets Investment Management, LLC | 109,580 | $665.2K | 0.10% | −15,330−12.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 109,678 | $665.7K | 0.00% | +30,448+38.4% | Added |
| Wolff Wiese Magana LLC | 113,189 | $687.1K | 0.56% | −1,221−1.1% | Reduced |
| GWM Advisors LLC | 114,590 | $695.6K | 0.01% | +84,124+276.1% | Added |
| Y.D. More Investments Ltd | 115,594 | $701.7K | 0.17% | −2,000−1.7% | Reduced |
| ETF Managers Group, LLC | 119,877 | $727.7K | 0.02% | +119,877 | New |
| MMBG Investment Advisors Co. | 120,280 | $730.1K | 0.09% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 121,825 | $739.5K | 0.30% | 00.0% | Unchanged |
| Point72 Middle East FZE | 123,610 | $750.3K | 0.04% | −128,772−51.0% | Reduced |
| Marex Group plc | 126,460 | $767.6K | 0.10% | +22,756+21.9% | Added |
| Alpha Square Group S, LLC | 127,674 | $775.0K | 0.64% | −50,000−28.1% | Reduced |
| Amalgamated Bank | 129,102 | $784.0K | 0.01% | −20,118−13.5% | Reduced |
| Private Advisor Group, LLC | 133,131 | $808.1K | 0.01% | −35,706−21.1% | Reduced |
| Colony Group LLC | 134,187 | $815.0K | 0.01% | −157−0.1% | Reduced |
| Cetera Investment Advisers | 134,924 | $818.8K | 0.01% | +18,659+16.0% | Added |
| Voya Investment Management LLC | 136,592 | $829.1K | 0.00% | +8,336+6.5% | Added |
| Tilt Investment Management Holdings, PBC | 147,552 | $849.9K | 0.63% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 142,375 | $864.2K | 0.05% | +117,813+479.7% | Added |
| Deutsche Bank AG | 143,061 | $868.4K | 0.00% | +23,236+19.4% | Added |
| Utah Retirement Systems | 143,800 | $872.9K | 0.01% | +1,500+1.1% | Added |
| TownSquare Capital, LLC | 146,029 | $886.4K | 0.02% | −236,828−61.9% | Reduced |
| National Asset Management, Inc. | 150,104 | $911.1K | 0.02% | +6,712+4.7% | Added |
| Virtu Financial LLC | 155,728 | $945.0K | 0.10% | +155,728 | New |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $951.4K | 0.24% | 00.0% | Unchanged |
| Spire Wealth Management | 157,132 | $953.8K | 0.04% | +25,900+19.7% | Added |